What financial data can be seen in the Platform?

Financial data can be found in multiple areas of the Platform, depending on access permissions and roles. See more for the areas with financial details in Where can I download the various financial reports?

Dates throughout are exclusive and therefore, to download data for a whole month, the dates should be set from 1st September to 1st October to record all information for the month. Please see: How to access and use 'Custom Reports'

Note: Sport:80 does not store payment details of users in the Platform. 

Finance Admin Panel 

The finance admin panel is the primary section containing information on transaction processed through the Platform. There are sections within the Finance Admin Panel for the revenue report, Stripe, and invoicing, as well as additional financial functionality.  

Revenue report

The 'Revenue Report' in the Finance Admin Panel includes transactions from both invoice and Stripe, and any other payment methods used. 

Example use: Reporting on all transactions in a date range (including multiple payment methods) 

Stripe

Within the Stripe section of the Finance Admin Panel, the Stripe accounts (or 'merchants') associated with that organization will be listed with the account ID, account type, which is the primary account for events, and the available refund balance where available. 

Admins can click on the row item of a Stripe account and access information on the account, a revenue report specific to Stripe payments for that merchant, payments, and payouts. Some organizations will also have a deferred revenue report if this has been set up for your organization.  

Example uses: 

• The Stripe Revenue Report can be downloaded as a summary (displaying a high level overview), or to show each transaction in detail within a set time frame 
• The Finance Admin Panel > Stripe > Payments section can be used to search by invoice IDs to identify the status of a payment by a member
• The Finance Admin Panel > Stripe > Payouts section can be used to find payouts received in a set time frame, and download the associated payout report(s) 

Invoice

Similar to the Stripe section of the Finance Admin Panel, the Invoice section of the Finance Admin Panel will have the invoice merchants associated with the organization. Admins can click on the account row item to see financial details for that account, including the revenue report specific to invoices for that account, deferred revenue report, specific invoices and have the ability to merge invoices. 

For additional information, please see: Reporting on Invoice Transactions

Sanctioned Events Finance Report/ Sanctioning Finance Report

Within the custom reports, there are two reports showing financial data for events. These reports pull the same information and therefore some NGBs may only have one report showing. 

• Sanctioned Events Finance Report
• Sanctioning Finance Report

Donation Report/ On Behalf Of Donation Report

Although these two reports sound similar, they pull different information based on donations.

• Donation Report 

• On Behalf Of Donation Report

The donations report will list all donations, however the 'On Behalf of Report' will display all of the details requested if a user selects to process a donation on behalf of, or in memory of another individual. It is important to note that even if a user elects to do this, The Platform will record the donation against the profile of the user making the donation and the reports (for tax purposes) will record the donation from the individual who process it.

Event Admin Panel Financial Report

Within the event admin panel for a specific event, there is a financial report holding information specific to that event. The Event Admin Panel financial reports are useful for event organizers. 

Please see here for additional information on finances specific to events: Event Reporting